Ivonne Yi

Ivonne Yi Bookkeeping

Managed monthly financial reporting, ensuring accuracy and compliance with accounting standards.
Established chart of accounts to maintain accounting controls.
Examined client accounts to detect inconsistencies and suggested solutions.
Executed reconciliations of bank statements, enhancing financial clarity and reliability.
Facilitated prompt reporting through meticulous record organization.
Advised clients on financial best practices, helping them make informed decisions about their businesses'' future directions.
Implemented tax strategies to minimize liabilities for both individual clients and corporations.
Performed complex analyses of financial data, using findings to inform business strategy recommendations for clients or management teams.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Gathered financial information, prepared documents, and closed books.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Prepared and filed tax forms to meet needs of customers.
Provided journal entries and performed accounting on accrual basis.
Maintained integrity of general ledger and chart of accounts.
Suggested strategies for increasing profit through legal tax savings.